William Sneed, financial advisor Asheville NC
93 score

William Sneed

CRD Number: 1377917
Current Firm: Dixon Hughes Goodman Wealth Advisors LLC

William Sneed (CRD# 1377917) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Asheville, NC and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Advisor Group LLC Asheville, NC Sep 2006 - Current 10
Wachovia Securities, LLC Greenville, NC Jun 2003 - Sep 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for William T. Sneed
Phone Number: 888-840-4715
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    1,678
    MILLIONS
  • Total Number of Accounts
    4,269
    ACCOUNTS
  • Average Account Value
    $393,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, LA, MD, MS, NC, NJ, PA, SC, TN, TX, VA, VT, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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